We strive to deliver excellent client service by centralizing administration activities through our staff, rather than yours.  Our client service team members build sound, lasting relationships with your organization through responsive and comprehensive administrative support.  Services include:

Administration/Recordkeeping Services
     - Daily valuation recordkeeping
     - Internet access for participants
     - Electronic data transfer (contribution detail, census information, etc.)
     - Same day investment transfers and allocation changes via voice response or internet
     - Participant loan administration
     - Distribution processing
     - 1099-R tax reporting

Accounting and Financial Services
     - Signature ready 5500s
     - Payroll processing
     - On-line data access
     - Plan management reports
     - Annual SAS70 Report

Implementation and Conversion Services
     - Plan conversion/setup
     - Sample employee announcement
     - Introductory enrollment meetings
     - Complete data and asset transfer